Keep your DocsBot support team details in view
Get a recurring snapshot of team settings so agency operations can spot details that need a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Team Details
Retrieves details about a team, including its members and settings.
Why this helps
Important team settings can be out of sight when operators are busy with sales and customer issues.
- Make team details easier to review on a schedule.
- Help operators notice settings that differ from stated expectations.
- Keep the DocsBot team context tied to agency support operations.
Setup
Build it in a few focused steps.
- 1Connect DocsBot and AgencyZoom in Notis once.
- 2Create an automation and instruct Notis to retrieve the specified DocsBot team's details and summarize relevant settings.
- 3Choose a recurring Notis cron schedule.
- 4Choose where run reports should go and test with one real team-details example.
- 5Provide the DocsBot team identifier and any expected settings for comparison.
Questions about this workflow
Will this update the team name or settings?
No. Get Team Details only retrieves team information. Update Team is a separate action.
Can it identify a configuration problem automatically?
Notis can compare the returned details with expectations you provide. Without those expectations, it can summarize but not determine whether settings are wrong.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docsbot ai. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Docsbot ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Bot
Creates a bot within a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Capture Conversation Lead
Saves lead information in conversation metadata, whether or not the conversation exists.
Delete Bot
Permanently deletes a bot; this action cannot be undone.
Generate Conversation Ticket
Turns a Chat Agent conversation into a structured support ticket.
Create Bot Source
Creates a source for a bot’s knowledge base.
Get Bot Details
Retrieves details about a bot in a team.
Create Webhook
Creates a bot webhook subscription; its target must be publicly accessible and support HTTPS.
Get Team Details
Retrieves details about a team, including its members and settings.
Connect any two apps with Notis in the middle.
Agencyzoom and Docsbot ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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